See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,842 | $214,378-87.5% | $200,582-86.6% | $142,382-81.1% |
| Participation rate | 52.4% | 87.4%-35.1pp | 86.9%-34.5pp | 80.1%-27.7pp |
| Annual return | 22.92% | 46.41%-23.5pp | 42.33%-19.4pp | 217.08%-194.2pp |
| Employer contribution / active EE | $1,448 | $6,841-78.8% | $6,419-77.4% | $4,299-66.3% |
| Participant deferral / active EE | $1,629 | $9,865-83.5% | $9,331-82.5% | $6,507-75.0% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |